Glossary › Pro Forma Invoice
Pro Forma Invoice
A preliminary invoice-shaped document for approvals or customs — not a demand for payment or a tax invoice.
A pro forma invoice previews a sale: it looks like an invoice but precedes supply, used for buyer approvals, prepayment requests, or customs declarations.
It is not a tax invoice and creates no receivable in the books — once the sale proceeds, a real invoice replaces it.
Related terms
Explore more terms